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CRM y clientes

CRM

Track every sale on a board by stage, from the first message to the payment.

Before you start

In Recaudo each sales opportunity is called a deal. Everything lives in the sidebar, under Sell, in “CRM”: Funnel, Kanban, Deals and Configure pipelines.

Build your pipeline

  1. Open Configure pipelines

    In CRM → Configure pipelines click “New Pipeline”.

  2. Give it a name

    For example, “WhatsApp sales”. If it's the one you use most, set it as the default.

  3. Define the stages

    Add a stage for each step of your sale, with its closing probability and color. Mark which stage is Won and which is Lost, then create the pipeline.

Tip

If you chose your industry in Getting started, you already have a ready-made pipeline with stages and tips for your type of business.

Add deals

  1. Open the board

    In CRM → Kanban you see one column per stage, with its value and forecast.

  2. Create the deal

    Click “New deal”, or the quick deal button inside a column: enter the name, find the customer (or add a new one) and the value.

  3. Accept new chats

    With Incoming turned on, the first column shows new chats that aren't deals yet. Accept them to turn them into deals, or dismiss them if they don't apply.

CRM board with an incoming column and deals by stage
The board: incoming chats on the left and each stage with its value and forecast.

Move and close deals

  1. Drag the card

    Move it to the next stage. Each card shows how many days it has been in the stage and whether the expected close date has passed.

  2. Or move it from the deal

    Open the deal and tap a stage in the bar at the top. There you can also add notes, see the activity and open the conversation with the customer.

  3. Close it

    In the deal, use the won or lost buttons next to the stages, or on the board drop the card on the closing area. If it was lost, pick the reason (for example, Price or Stopped replying) to see what's holding back your sales.

Deal details with its stages, value, notes and activity
In the deal you see its stage, value, customer and all of its activity.

Filter and measure

  • Filters: My deals, Whole team, Unassigned and Stale (deals that haven't moved for days).
  • Views: Board, List and Funnel.
  • Above the board: value in play, forecast and what was won this month.
  • CRM → Funnel: total deals, value, conversion rate and where your deals come from.

Automate your stages

With “Automate” you decide what happens on its own when a deal enters a stage, right away or after some time. For example:

  • Send a WhatsApp with an approved template or send a payment link.
  • Assign an advisor, create a follow-up or notify the team.
  • Hand the conversation over to the artificial intelligence agent.
  • Tag the customer, move the deal to another stage or start a flow.
  • Tell Meta how good the lead was, or send the data to another system.

Tip

Add a tip to each stage (the light bulb icon on the column): your team sees it on the board and knows what to do at each step.

Next step

Follow-ups Keep every deal warm. Automations Actions that run on their own. Conversations Handle the chat for each deal.
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